Two short tours show exactly what every Wert-Berater engagement includes: a living client portal where your financial model and feasibility results update in real time, and 24/7 asset & portfolio performance monitoring that runs the study forward for the life of the deal. Watch them below, then schedule a private demonstration with our team.
Each tour is a brief, narrated walkthrough in the same style as our company film — one for the client portal, one for ongoing monitoring. Press play, or open either in full screen.
When Wert-Berater delivers your study, the work does not stop at a bound PDF. Your engagement is published to a confidential, password-protected portal where the financial model is interactive, the feasibility results recalculate as your assumptions change, and the full body of research sits in one place — available to you and your lender around the clock.
Open your live workbook and update assumptions — rents, occupancy, costs, rates, absorption. The model recalculates instantly, so you can test scenarios without waiting on anyone.
As the model updates, your feasibility outlook updates with it — debt-service coverage, break-even, returns, and the key ratios your lender and credit committee watch.
Market & demographics, demand study, competitor mapping, zoning & land use, downturn-risk and seasonal-demand studies, pre-opening schedule, and marketing plan — organized by tab.
Financial model (Excel), the complete feasibility study (PDF), business plan, investment prospectus, and the full research package — all current, all in one place.
Send your own project files straight into your engagement folder. Access is restricted to your engagement and enforced on the server — your data is never shared across clients.
Every upload and download is logged with an actor and timestamp. Access is limited to your engagement, so sensitive projections stay with the people who should see them.
When a valuation is challenged — in financing disputes, partnership disagreements, tax appeals, or court — the same engagement file backs it up: defensible methodology, a documented audit trail, and principal-level expert testimony, all drawn from the work already in your portal.
Every invoice ties back to the work behind it. Follow hours and charges as they accrue, review and pay invoices online, and keep a complete, itemized billing history in one place — no opaque lump sums, no surprises.
The feasibility study answers whether a project should be financed. Monitoring answers the question that follows for the life of the asset: is it performing the way the analysis said it would — and if not, why, and what does that mean for coverage? Each quarter we refresh the model with the asset’s actual results and re-run the full analytical battery, then deliver a principal-reviewed performance memorandum through the same secure portal.
Independent quarterly verification of how operating assets are actually performing against underwriting — from an analyst with no stake in the answer. Portfolio-level rollups across multiple assets.
Post-closing surveillance for special-purpose credits: coverage tracking, covenant testing, and early-warning variance flags — against the same model the committee approved.
Institutional asset-management discipline without the institution: where performance is drifting from plan, which assumptions are proving wrong, and what the trajectory means before the lender asks.
Through the firm’s secure client portal: a project hub holding the quarterly memoranda, refreshed linked models, and the running variance record, with email delivery each quarter.
Ask the large advisory and brokerage firms for a portal and monitoring like this and you will not get one — they deliver a static report and an invoice. Wert-Berater builds your study as living technology and keeps it running: blue-chip credentials and more than 4,000 engagements and $40.2 billion in evaluated project value since 1998, applied directly to your project, with a living portal to manage it — and our fiduciary duty running to the lender, the CDC, and the agency, never to the sponsor’s optimism. See how we compare →
Tell us a little about your project and what you’d like to see. We’ll set up a short private walkthrough of the portal, monitoring, or both — conducted by our team — and confirm a time by email or phone within one business day, with a Zoom link to follow.
Already a subscriber? Sign in to your live portal to open your model, review your study, and track performance against the original projections — 24/7. Not yet subscribed? Get in touch and we’ll put your portfolio under independent monitoring.